+16,750.1%
ETN vs IONS
+170.3%
+16,579.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.4% | -8.1% | -2.2% |
| 7D | +3.6% | -26.3% | +29.9% | +6.0% |
| 30D | -13.4% | -31.9% | +18.5% | -10.8% |
| 3M | -21.9% | -48.0% | +26.1% | -17.8% |
| 6M | -12.8% | -62.6% | +49.8% | -6.0% |
| YTD | +12.1% | -63.3% | +75.4% | +21.0% |
| 1Y | +0.8% | -58.4% | +59.2% | +7.6% |
| 3Y | +64.5% | -38.2% | +102.7% | +66.9% |
| 5Y | +121.7% | -11.1% | +132.8% | +114.9% |
| 10Y | +542.2% | -31.7% | +573.9% | +519.8% |
| All | +16,750.1% | +170.3% | +16,579.8% | +12,559.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling